85 episodes

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

Navigating Retirement Rick Durkee

    • Business
    • 5.0 • 1 Rating

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

    Year End Tax Planning

    Year End Tax Planning

    The end of the year is quickly approaching. On this episode Rick discusses important tax planning moves with looming deadlines by the end of the year. No more time to procrastinate! If these moves apply to you, take action now.

    • 11 min
    Proactive Tax Planning with CPA Ed Slott

    Proactive Tax Planning with CPA Ed Slott

    "America's Leading IRA Expert" (as named by the Wall St. Journal, CPA Ed Slott joins Rick Durkee on Navigating Retirement to discuss the importance of and specific strategies for proactive tax planning. Keep more of your retirement savings!

    • 39 min
    Year End Planning

    Year End Planning

    What do you envision your average day in retirement to consist of? This is one of the many questions you need to answer before retirement. Tune into Rick Durkee's new show this week to answer this question.

    • 10 min
    RETIREMENT RISKS

    RETIREMENT RISKS

    RMDs - if you have any dollars in tax-deferred retirement accounts and were born in 1949 or before, you need to be aware and likely take action to satisfy your RMD requirements soon.

    • 10 min
    ANSWERING CLIENT QUESTIONS

    ANSWERING CLIENT QUESTIONS

    For our Halloween weekend edition of the program, we are discussing some potentially scary financial topics and current events. As always, if you have questions or want to address any of the issues discussed, or your own planning concerns, contact Rick Durkee and the team at (843)735-5065  

    • 11 min
    7 Strategies To Financial Success

    7 Strategies To Financial Success

    On this episode of Navigating Retirement Rick Durkee covers sound strategies for long-term financial and retirement success. Following the strategies in this episode and available in the additional resources offered can help build for a more confident retirement.

    • 9 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Gene Panasenko ,

Great and very informative podcast!

Truly enjoy this great podcast!
Very helpful and truly informative conversations!
Keep it up!

Gene Panasenko

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